Stop living on emergency calls —HVAC Maintenance Plans
An HVAC maintenance plan turns the tune-ups a homeowner already needs into a monthly payment you can forecast. Priced right, it smooths the shoulder months, fills the schedule before the season breaks, and gives your techs a reason to be in the house twice a year.
- 12
- Monthly payments instead of two seasonal invoices
- 2x
- Visits per member household every year
- Yours
- Your brand, your pricing, your customer list
How HVAC maintenance plans work
Price from the work, not from the competition
Add up what a spring AC tune-up and a fall heat check cost you in labor and truck time at your normal rates, add the member benefits you want to include, and divide by twelve. That monthly number is the plan — set by your shop, not copied from the contractor down the road.
Build two or three tiers, not ten
Most contractors run a base tune-up plan, a plus tier that adds priority scheduling and a repair discount, and a whole-home tier that bundles plumbing or pest work. More than three tiers slows the sale at the kitchen table.
The benefits that actually sell
Two seasonal visits, priority scheduling ahead of non-members, a standing discount on repairs, no overtime charge, and a transferable plan if the house sells. Those are the terms homeowners say yes to — and every one of them costs you less than an emergency call you never win.
Billing runs without a phone call
Monthly charges bill automatically, failed cards retry on a schedule, and plans renew on their anniversary. Your office enrolls a customer in about two minutes and never chases a card again.
Launching a plan at your shop
Price your tiers
Build your tune-up and priority tiers from the work you already deliver. The AI plan builder publishes your first tier in under an hour, and our team reviews the pricing before you sell it.
Sell it at the end of every service call
The strongest enrollment moment is when the tech has just fixed something and the homeowner is relieved. Give the crew one sentence and a phone screen — not a brochure.
Offer it to the customers you already serviced
Your own history shows which homes got a repair last year and never came back. They are the warmest list you own, and the plan gives them a reason to schedule before something breaks.
Watch recurring revenue climb
Active agreements, renewal rate, and monthly recurring revenue land in one live dashboard, next to how often members call compared with everyone else.
Practices That Got Off The Treadmill.
Select a practice to see how their membership revenue compounded month over month.
“We dropped two of our worst PPO contracts in year one. The membership plan replaced that revenue and then some — and we finally control our own fee schedule.”
- Members
- 612
- MRR
- $38.9K
- ARR
- $467K
- MRR Growth
- +284%
- Write-offs
- -$186K
HVAC maintenance plan questions
- What should an HVAC maintenance plan include?
- At minimum: two seasonal visits (a cooling tune-up and a heating check), priority scheduling ahead of non-members, and a standing discount on repairs. Many contractors add filter replacement, no overtime charges, and a transferable agreement if the home is sold.
- How much do contractors charge for an HVAC maintenance plan?
- Price it from your own numbers rather than a national average: total the labor and truck time for the visits you include at your normal rates, add the value of the member benefits, and divide by twelve. Tiering lets you keep a low entry price while a plus tier carries the margin.
- Is a maintenance plan the same as a home warranty?
- No. A maintenance plan is preventive work your company performs on a schedule. A home warranty is a third-party product that pays out on breakdowns. Yours keeps the relationship, the revenue, and the service standard in your shop.
- Should the plan be monthly or annual?
- Monthly enrolls far more households because the number is small and familiar, and it gives you predictable revenue in the shoulder months. Offering an annual option at a small discount is common for customers who prefer one payment.
- Do I need to change dispatch software to run a plan?
- No. BoomCloud™ runs the agreement program — tiers, enrollment, billing, renewals and reporting — beside whatever you already use for dispatch and invoicing.
Ready to price your first plan?
Build your maintenance plan free, enroll the customers you already service, and watch recurring revenue land every month.
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